Client Advisory

Biography

Doug is a Principal in the Cincinnati South office. Bringing over 25 years of financial service experience, he is dedicated to helping clients achieve their personal financial objectives.

Prior to joining Cerity Partners, Doug served as a Financial Consultant for Manning & Napier.  He previously served as a financial advisor working with high-net-worth clients at Fidelity Investments and TD Ameritrade.

In his spare time, Doug enjoys playing golf, following Ohio State football, and attending his daughter’s high school sporting events.

Education

  • B.S. in Financial Planning from Franklin University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant®

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